CAPTRUST FINANCIAL ADVISORS
Position in LFST — LifeStance Health Group, Inc.
CIK 1512024
RALEIGH, NC
Position in LFST
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$245,216
+$136,850 QoQ
Shares Held
22,896
+34.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#172
of 284 holders
Holding Since
Sep 2021
8 quarters on record
Voting authority
Sole 22%
Shared 0%
None 78%
Common Shares in LFST Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $134,315,146 across 19 Medical Care Facilities names. LFST ranks #15 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
294,291 | $114,741,117 | |
| 2 | CHE |
Chemed Corp
|
18,699 | $8,708,872 | |
| 3 | THC |
Tenet Healthcare Corp
|
9,825 | $1,838,061 | |
| 4 | USPH |
U S Physical Therapy Inc /Nv
|
23,974 | $1,646,534 | |
| 5 | DVA |
Davita Inc.
|
7,266 | $1,616,539 | |
| 6 | EHC |
Encompass Health Corp
|
8,694 | $878,789 | |
| 7 | HCSG |
Healthcare Services Group Inc
|
32,589 | $800,385 | |
| 8 | AGL |
agilon health, inc.
|
6,874 | $736,755 |
All Filings in LFST
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $245,216 | 22,896 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $108,366 | 17,012 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $74,384 | 10,566 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $64,300 | 11,691 | Shares | Sole | 2025-11-19 | |
| 2022-06-30 | $3,730 | 671 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $1,061 | 105 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $180 | 19 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,668 | 253 | Shares | Sole | 2021-11-16 | |
| No filing history on record for this holder in this stock. | ||||||